Share Dashboard Access with Another User

You can share your dashboards with other WorkBook users.

To use Dashboards, you must have access to Dashboards as defined in User Access Rights under Settings.

To share a dashboard with another user:

  1. On the main toolbar, click Dashboard .
  2. On the Dashboard sidebar, right-click the dashboard that you want to share and select Dashboard Settings.
    Alternatively, click Dashboard Options and select Dashboard Settings.
  3. In the Dashboard Settings Dialog box, click the Access tab.
  4. In the Add by Initials field, enter the initials of the user with whom you want to share the dashboard and click Enter.
    Alternatively, click Further Options and select Add. In the Add Access Rights dialog box, specify the details and click OK. For fields and options, see Add Access Rights Dialog Box.
    The dashboard then appears on the user's dashboard list.
  5. To remove a user from the list, select the user, click Further Options from the tab toolbar, and select Remove.